HB
WFC.WS

Homrich & Berg’s Wells Fargo & Company Ws WFC.WS Stock Holding History

Homrich & Berg’s Portfolio WFC.WS Stock Details WFC.WS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-9,622
Closed -$208K – 238
2014
Q2 		$208K Sell
9,622
-7,772
-45% -$150K 0.02% 195
2014
Q1 		$324K Buy
+17,394
New +$296K 0.04% 162

Other funds holding WFC.WS

CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return
B
BloombergSen Toronto, Ontario, Canada $1.31B AUM 8.32% 1-Year Est. Return
FVP
Firefly Value Partners Newtown, Pennsylvania $59.9M AUM 5.97% 1-Year Est. Return
PCC
Punch Card Capital Winter Park, Florida $107M AUM 29.58% 1-Year Est. Return
FCM
Fairholme Capital Management South Miami, Florida $1.51B AUM 28.27% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
CAM
Chou Associates Management Toronto, Ontario, Canada $210M AUM 15.42% 1-Year Est. Return
TAM
Third Avenue Management New York $616M AUM 45.6% 1-Year Est. Return
OTPPB
Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada $3.46B AUM 7.79% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Homrich & Berg's WFC.WS Position: Q3 2014 in Review

Homrich & Berg sold out of Wells Fargo & Company Ws (WFC.WS) in Q3 2014, closing a stake of 9,622 shares — an estimated $208K sold.

Homrich & Berg first reported a position in WFC.WS in Q1 2014 and held it in 2 quarters. The position peaked at $324K in Q1 2014. 43 funds tracked by Wall St. Rank hold WFC.WS as of Q3 2014.

  • Homrich & Berg reported no remaining Wells Fargo & Company Ws position as of Q3 2014 after selling out during the quarter.
  • Homrich & Berg sold 9,622 Wells Fargo & Company Ws shares in Q3 2014, an estimated $208K.
  • Homrich & Berg first reported a position in Wells Fargo & Company Ws in Q1 2014 and held it in 2 quarters.
  • Homrich & Berg's Wells Fargo & Company Ws position peaked at $324K in Q1 2014.
  • 43 funds tracked by Wall St. Rank held Wells Fargo & Company Ws as of Q3 2014.

Based on Homrich & Berg's 13F filing for Q3 2014, filed 12 Nov 2014.